+128.5%
MS vs RIVN
-88.6%
+217.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.6% | +1.4% |
| 7D | +5.1% | -10.5% | +15.6% | +6.4% |
| 30D | +5.7% | -5.9% | +11.6% | +6.3% |
| 3M | -12.2% | -23.0% | +10.8% | -9.6% |
| 6M | -0.5% | -14.6% | +14.1% | +0.3% |
| YTD | +9.8% | -38.2% | +48.0% | +14.2% |
| 1Y | +17.7% | -25.7% | +43.4% | +19.3% |
| 3Y | +176.8% | -24.8% | +201.6% | +166.9% |
| 5Y | +123.7% | -90.6% | +214.3% | +142.2% |
| All | +128.5% | -88.6% | +217.1% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling